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iShares 10-20 Year Treasury Bond ETF

280 hedge funds and large institutions have $2.12B invested in iShares 10-20 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

6% more capital invested

Capital invested by funds: $2B → $2.12B (+$121M)

1% more funds holding

Funds holding: 278280 (+2)

18.09% less ownership

Funds ownership: 108.63%90.54% (-18%)

Holders
280
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.72%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
42
Increased
142
Reduced
69
Closed
37
Calls
$588K
Puts
Net Calls
+$588K
Net Calls Change
-$246K
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
126
Mayflower Financial Advisors
Massachusetts
$770K +$553K +4,510 +238%
HighTower Advisors
127
HighTower Advisors
Illinois
$762K +$86.7K +707 +12%
KeyBank National Association
128
KeyBank National Association
Ohio
$749K -$23.6K -192 -3%
KWS
129
Keystone Wealth Services
California
$747K +$114K +933 +18%
PWMG
130
Provence Wealth Management Group
California
$727K +$84.5K +689 +13%
IA
131
IFP Advisors
Florida
$706K
SCA
132
Snowden Capital Advisors
New York
$705K +$465K +3,789 +182%
PPP
133
Private Portfolio Partners
New Jersey
$678K +$100K +818 +17%
KWM
134
Keebeck Wealth Management
Illinois
$673K +$687K +5,602 New
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$669K -$4.79K -39 -0.7%
HI
136
Harbour Investments
Wisconsin
$669K +$683K +5,564 New
WIA
137
World Investment Advisors
California
$666K +$58.3K +475 +10%
AF
138
Advisornet Financial
Minnesota
$662K -$52.9K -431 -7%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$639K +$653K +5,322 New
RSWM
140
Robertson Stephens Wealth Management
California
$639K +$653K +5,325 New
UCFA
141
United Capital Financial Advisors
Texas
$630K -$110K -893 -15%
MWM
142
Maripau Wealth Management
Indiana
$604K -$23.8K -194 -4%
MA
143
Mutual Advisors
Nebraska
$565K +$42.3K +345 +8%
JP Morgan Chase
144
JP Morgan Chase
New York
$551K +$179K +1,460 +47%
TWM
145
Tradition Wealth Management
Minnesota
$534K -$467K -3,803 -46%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$533K +$507K +4,131 +1,346%
AllianceBernstein
147
AllianceBernstein
Tennessee
$528K +$267K +2,177 +98%
SPC
148
Sigma Planning Corp
Michigan
$515K -$116K -944 -18%
WEG
149
World Equity Group
Illinois
$505K +$82.7K +674 +19%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$499K +$508K +4,144 +46,044%

TLH Hedge Fund Activity: Q2 2022 in Review

280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q2 2022, worth a combined $2.12B — up 6.1% from $2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new TLH positions and 37 closed out — a net gain of 5 holders — while 142 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $173M. The largest seller was CFS Investment Advisory Services, cutting an estimated $437M.

  • 280 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q2 2022, up from 278 in Q1 2022.
  • Funds reported $2.12B of iShares 10-20 Year Treasury Bond ETF stock for Q2 2022, up 6.1% quarter-over-quarter.
  • 42 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q2 2022 and 37 closed out, a net change of +5 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q2 2022 was Bank of America, an estimated $173M added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $437M sold.

Based on aggregated 13F filings for Q2 2022.